The challenge seems as old as time itself: How do you manage your time to be more effective? And in the modern world that's continuously connected through smart phones, email and social media, how can an advisor balance the need to be instantly accessible to both clients and new business opportunities without becoming lost in the black hole of today's office white noise.
The solution may lie in a three-step approach that has as much to do with business planning as it does time management. Those steps include segmenting your client base, defining your service standards for each segment, and then setting the appropriate client expectations.
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access